IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349101223
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T11:34:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING AND BERNICE SINGER FAMILY FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036959339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GARY J SINGER PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6036959339 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J FLEURIEL JR | PreparerPersonNm |
| PTIN | P01061273 | PTIN |
| Phone | 6179129000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 10:44:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68B0B84C3F31FCFD5C611CF8BE236DF74370F482 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,122,485 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $114,564 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $737 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $737 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,349 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $299 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,969 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $921,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $953,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,092,197 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,221 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,319 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,319 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $948,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $983,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,122,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $948,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $983,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $948,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $983,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $948,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $983,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $948,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $983,903 | SubtotalAmt |
| Other Decreases | $24 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $983,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $35,703 | $34,538 | $1,165 | $1,165 | |
| PUBLICLY TRADED SECURITIES - LT COVERED | $320,909 | $314,311 | $6,598 | $6,598 | |
| PUBLICLY TRADED SECURITIES - LT NON-COVERED | $26,633 | $9,687 | $16,946 | $16,946 | |
| CAPITAL GAINS DIVIDENDS | $640 | $640 | $640 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,349 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,315 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,094,361 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095320 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,009 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,151,305 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102500 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,154,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,064 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,261,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,366,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074903 | DistributionYr5Rt |
| Total Distribution | 0.503211 | TotalDistributionRt |
| Average Distribution | 0.100642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,062,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,903 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $424 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,327 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $194 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $194 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $230 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY SINGER | IndividualWithBooksNm |
| Phone | 6036694100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | VICE PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| MICHAEL SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TREASURER/TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,043,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,319 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,078,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,078,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,062,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $424 | TotalTaxAmt |
| Distributable Before Adj | $52,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $424 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,576 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $306,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,313 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $373,590 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $337,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,667 | ExcessFromYear4Amt |
| Excess From Year3 | $107,981 | ExcessFromYear3Amt |
| Excess From Year2 | $62,426 | ExcessFromYear2Amt |
| Excess From Year1 | $51,338 | ExcessFromYear1Amt |
| Excess From Current Year | $67,313 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY J SINGER | ContributingManagerNm |
| Contributing Manager | MICHAEL SYDNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 200906402 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BEIT AHAVA | |||||||
| 130 PINE ST | FLORENCE | MA | 01062 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BET HA'AM | |||||||
| 81 WESTBROOKE STREET | SOUTH PORTLAND | ME | 04106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| BET YAAKOV | |||||||
| PO BOX 577 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BETH ISRAEL | |||||||
| 10 DEXTER STREET | MALDEN | MA | 02148 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BRIDGE ACADEMY | |||||||
| 1001 DEAL RD SUITE 103 | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $1,050 |
| BROOKLINE FOOD PANTRY | |||||||
| 15 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CAMP NESHER | |||||||
| 21 PLYMOUTH ST | FAIRFIELD | NJ | 07004 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CHABAD LUBAVITCH OF NEW HAMPSHIRE | |||||||
| 7 CAMELOT PLACE | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHABAD OF ACTON | |||||||
| 148 GREAT ROAD | ACTON | MA | 01720 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CHABAD OF CHESTNUT HILL | |||||||
| 163 BELLINGHAM ROAD | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHABAD OF HAVERHILL | |||||||
| 427 MAIN STREET | HAVERHILL | MA | 01830 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CHABAD OF MERRIMACK VALLEY | |||||||
| 10 MARWOOD DRIVE | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CHABAD OF SO VT | |||||||
| 59 COUNTRY HILL | BRATTLEBORO | VT | 05301 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CHAI CENTER OF BROOKLINE | |||||||
| 105 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| CLIFTON PARK CHABAD | |||||||
| 495 MOE ROAD | CLIFTON PARK | NY | 12065 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| FRIENDS OF YASHAR LACHAYAL | |||||||
| 20 CHALMERS ROAD | EAST BRUNSWICK | NJ | 08816 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HILLEL YESHIVA | |||||||
| PO BOX 2288 | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| JACK M BARRACK HEBREW ACADEMY | |||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| JEWISH FEDERATION OF NEW HAMPSHIRE | |||||||
| 273 SOUTH RIVER ROAD | BEDFORD | NH | 03110 | NONE | PC | GENERAL OPERATING SUPPORT | $2,450 |
| KEREN OR JERUSALEM CENTER FOR BLIND | |||||||
| 350 SEVENTH AVENUE SUITE 104 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LEV AHARON | |||||||
| PO BOX 275 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LUBAVITCHER YESHIVA ACADEMY | |||||||
| 1148 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| MAIMONIDES SCHOOL | |||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $9,500 |
| MANCHESTER CITY LIBRARY FOUNDATION | |||||||
| 405 PINE STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | AUBURNDALE | MA | 02466 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MAZON | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MIAMI AUTISM RECOVERY PRESCHOOL | |||||||
| 1245 NE 201ST TERRACE | MIAMI | FL | 33179 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MOORE CENTER SERVICES INC | |||||||
| 195 MCGREGOR STREET UNIT 400 | MANCHESTER | NH | 03012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| NEW HAMPTON SCHOOL | |||||||
| 70 MAIN STREET | NEW HAMPTON | NH | 03256 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| NEWTON SCHOOLS FOUNDATION | |||||||
| PO BOX 590020 | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PALACE THEATRE | |||||||
| 80 HANOVER ST | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PITA | |||||||
| 8 PLUM ISLAND BLVD | NEWBURY | MA | 01951 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PJ LIBRARY | |||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PRADER-WILLI SYNDROME ASSOCIATION | |||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| REHER CENTER | |||||||
| 99-101 BROADWAY | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ROFEH INTERNATIONAL | |||||||
| 1710 BEACON STREET | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| SAR SCHOLARSHIP FUND | |||||||
| 655 WEST 254TH ST | ROVERDALE | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOLOMON SCHECHTER | |||||||
| 60 STEIN AVE | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| TEMPLE ADATH YESHURUN BROTHERHOOD | |||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| TEMPLE ISRAEL OF MANCHESTER | |||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $39,000 |
| WESTCHESTER TORAH ACADEMY | |||||||
| 1000 PINEBROOK BLVD | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| YACHAD | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| YESHIVA HAR TORAH | |||||||
| 250-10 GRAND CENTRAL | LITTLE NECK | NY | 11426 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| YOUNG ISRAEL OF BROOKLINE | |||||||
| 62 GREEN STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $737 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,816 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERNICE SINGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 LEDGEWOOD ROAD | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $114,564 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 921.81 SHARES OF VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $182,248 | $274,827 |
| 1,329.20 SHARES OF T ROWE PRICE INSTIT LG CAP CORE GRW | AT COST | $50,290 | $64,706 |
| 1,007.83 SHARES OF TROWE PRICE INSTL EMERGING | AT COST | $40,989 | $42,893 |
| 1,385 SHARES OF FIDELITY INTERNATIONAL INDEX INSTL | AT COST | $54,284 | $59,520 |
| 20,034 SHARES OF FIDELITY US BOND INDEX | AT COST | $227,592 | $238,601 |
| 2,335.30 SHARES OF TCW FDS EMRG MARKETS | AT COST | $19,881 | $19,733 |
| 139.39 SHARES OF VANGUARD MID CAP INDEX ADM | AT COST | $24,502 | $30,757 |
| 7,509.60 SHARES OF WESTERN ASSET CORE BOND I | AT COST | $94,287 | $97,700 |
| 6,438.69 SHARES BLACKROCK STRATEGIC INCOM OPPORTUNITIES PORTFOLIO | AT COST | $63,872 | $64,194 |
| 7,462.86 SHARES DOUBLELINE TOTAL RETURN BOND FUND CLASS I | AT COST | $79,927 | $79,330 |
| 1,705.36 SHARES OF VANGUARD INTERM-TERM TREASURY ADM | AT COST | $18,855 | $19,339 |
| 837.08 SHARES OF FULLER & THALER BEHAVORIAL SMALL CAP | AT COST | $21,706 | $22,861 |
| 2,942.84 SHARES OF GOLDMAN SACHS GQG PARTNERS INTL | AT COST | $43,378 | $45,379 |
| 3,965.33 SHARES OF PIMCO INFLATION RESPONSE MULTIASST INSTL | AT COST | $31,780 | $32,357 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,221 | BOYBookValueAmt |
| EOY Book Value | $1,319 | EOYBookValueAmt |
| EOYFMV | $1,319 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $24 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NH FILING FEE | $75 | $0 | $0 |
| DIVINE MILLMET | $555 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,119 | Amt |
| Net Investment Income | $9,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 FOREIGN DIVIDEND TAX | $299 | $299 | $0 |
| 2018 EXTENSION PAYMENT | $750 | $0 | $0 |